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Dimensional Global Real Estate ETF (DFGR) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Dimensional Global Real Estate ETF (NYSEARCA:DFGR)

Number of
Institutional Buyers
(last 12 months)
224
Total
Institutional Inflows
(last 12 months)
$699.88M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$122.71M
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DFGR Institutional Buying and Selling by Quarter

Dimensional Global Real Estate ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025Orion Porfolio Solutions LLC201,008$5.97M0.0%+552.2%0.209%
8/15/2025MML Investors Services LLC79,459$2.13M0.0%+15.3%0.083%
8/15/2025Great Valley Advisor Group Inc.18,997$509K0.0%N/A0.020%
8/15/2025Balanced Rock Investment Advisors LLC145,113$3.89M3.1%+55.3%0.151%
8/15/2025Bank of America Corp DE12,708$341K0.0%N/A0.013%
8/14/2025Jane Street Group LLC372,126$9.98M0.0%-22.3%0.387%
8/14/2025Raymond James Financial Inc.8,666$232K0.0%-76.5%0.009%
8/14/2025Betterment LLC112,861$3.03M0.0%+23.1%0.117%
8/14/2025Diversify Wealth Management LLC15,689$419K0.0%+47.4%0.016%
8/14/2025NewEdge Advisors LLC107,409$2.88M0.0%-6.5%0.112%
8/14/2025Acorn Wealth Advisors LLC11,154$299K0.1%+9.2%0.012%
8/13/2025 GeoWealth Management LLC207,992$5.58M0.2%-1.7%0.216%
8/13/2025 Parkworth Wealth Management Inc.31,135$835K0.6%+8.3%0.032%
8/13/2025 EverSource Wealth Advisors LLC190,522$5.11M0.2%-2.9%0.198%
8/13/2025 Beacon Pointe Advisors LLC39,113$1.05M0.0%-30.9%0.041%
8/12/2025 Burk Holdings LLC188,519$5.06M3.2%N/A0.196%
8/12/2025 Hill Investment Group Partners LLC89,663$2.41M0.3%+50.1%0.093%
8/12/2025 Vawter Financial Ltd.13,685$367K4.1%-91.7%0.014%
8/12/2025 Forum Private Client Group LLC156,087$4.19M1.6%+8.9%0.162%
8/12/2025 Cooper Haims Advisors LLC127,560$3.42M1.7%+3.3%0.133%
8/12/2025 JPMorgan Chase & Co.136,686$3.67M0.0%+0.7%0.142%
8/12/2025 BWM Planning LLC35,119$942K0.3%+29.7%0.037%
8/12/2025 Accordant Advisory Group Inc107,952$2.90M2.2%N/A0.112%
8/11/2025 Copperleaf Capital LLC10,768$289K0.1%+10.3%0.011%
8/11/2025 Wealthspire Advisors LLC2,463,983$66.11M0.4%+0.7%2.575%
8/11/2025 Wescott Financial Advisory Group LLC957,645$25.69M2.5%-0.9%1.001%
8/11/2025 Mosaic Family Wealth Partners LLC135,241$3.63M0.5%-10.9%0.141%
8/11/2025 Foundation Wealth Management LLC PA34,284$920K0.4%-6.9%0.036%
8/8/2025 KM Capital Management Ltd.39,683$1.07M0.5%+33.5%0.041%
8/8/2025 Keyvantage Wealth LLC35,377$949K0.4%+2.0%0.037%
8/8/2025 Creative Planning53,264$1.43M0.0%+2.7%0.056%
8/8/2025 W.H. Cornerstone Investments Inc.48,969$1.31M0.8%+5.8%0.051%
8/8/2025 SageOak Financial LLC58,349$1.57M1.3%+7.9%0.061%
8/7/2025 Nwam LLC14,858$399K0.0%+72.9%0.016%
8/7/2025 Timonier Family Office LTD.56,157$1.51M0.6%-3.7%0.059%
8/7/2025 Allworth Financial LP13,951$374K0.0%-12.4%0.015%
8/6/2025 AE Wealth Management LLC2,182$59K0.0%+3,867.3%0.002%
8/6/2025 Vestmark Advisory Solutions Inc.500,756$13.44M0.2%+126.0%0.523%
8/6/2025 Longview Financial Advisors LLC89,682$2.41M1.5%+1.8%0.094%
8/6/2025 Savant Capital LLC6,697,999$179.71M1.1%+22.3%6.999%
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8/6/2025 Geometric Wealth Advisors367,664$9.86M1.5%+6.5%0.384%
8/5/2025 Clarity Wealth Development LLC139,106$3.73M3.7%+1.7%0.145%
8/5/2025 WorthPointe LLC9,749$262K0.1%-54.4%0.010%
8/5/2025 Hutchens & Kramer Investment Management Group LLC25,714$694K0.3%-2.6%0.027%
8/5/2025 Avant Financial Advisors LLC78,161$2.10M1.7%+8.6%0.082%
8/4/2025 Syverson Strege & Co499,272$13.40M3.2%+0.9%0.522%
8/4/2025 Integrity Alliance LLC.119,295$3.20M0.2%+0.7%0.125%
8/4/2025 IFG Advisory LLC25,926$696K0.0%+16.8%0.027%
8/4/2025 Hutchinson Capital Management CA19,344$519K0.1%+26.7%0.020%
8/4/2025 Savvy Advisors Inc.42,486$1.14M0.1%+214.6%0.044%
8/4/2025 Live Oak Private Wealth LLC8,507$228K0.0%N/A0.009%
8/4/2025 Assetmark Inc.13,650$366K0.0%-12.1%0.014%
8/4/2025 Spire Wealth Management129,223$3.47M0.1%+0.4%0.135%
8/4/2025 McMill Wealth Management175,189$4.67M1.5%+3.2%0.183%
8/1/2025 JDH Wealth Management LLC144,375$3.87M3.0%+4.4%0.151%
8/1/2025 Austin Private Wealth LLC16,033$430K0.0%+31.9%0.017%
8/1/2025 Equita Financial Network Inc.30,146$809K0.3%+14.3%0.032%
8/1/2025 Red Lighthouse Investment Management LLC4,830$130K0.0%+103.5%0.005%
8/1/2025 Envestnet Asset Management Inc.222,765$5.98M0.0%+4.8%0.233%
7/31/2025 Brighton Jones LLC2,219,008$59.54M1.6%+5.2%2.319%
7/31/2025 Core Wealth Management Inc.22,191$595K0.2%+11.0%0.023%
7/31/2025 Aspen Capital Management LLC473,614$12.71M3.6%+6.7%0.495%
7/31/2025 Focus Partners Advisor Solutions LLC1,152,913$30.93M0.4%-1.4%1.205%
7/31/2025 Glass Jacobson Investment Advisors llc8,997$241K0.1%+8.6%0.009%
7/31/2025 LJI Wealth Management LLC26,408$709K0.1%+2.3%0.028%
7/31/2025 AlTi Global Inc.179,651$4.82M0.1%N/A0.188%
7/31/2025 Planning Center Inc.522,403$14.02M1.5%+2.6%0.546%
7/30/2025 Forum Financial Management LP14,517,559$389.51M5.9%+2.0%15.170%
7/30/2025 D.A. Davidson & CO.74,557$2M0.0%+3.9%0.078%
7/30/2025 Jackson Thornton Wealth Management LLC19,415$520K0.1%+3.7%0.020%
7/29/2025 Grunden Financial Advisory Inc.10,431$280K0.1%+10.8%0.011%
7/29/2025 Wealthstream Advisors Inc.19,446$522K0.1%-16.0%0.020%
7/29/2025 Private Wealth Management Group LLC511,173$13.72M4.6%+2.7%0.534%
7/29/2025 Master S Wealth Management Inc.271,915$7.30M3.4%+5.6%0.284%
7/28/2025 Verisail Partners LLC783,538$21.02M8.9%+1.6%0.819%
7/28/2025 Morris Financial Concepts Inc.55,836$1.50M0.6%+12.0%0.058%
7/28/2025 Sterling Financial Planning Inc.202,568$5.44M1.8%+8.3%0.212%
7/28/2025 Delap Wealth Advisory LLC19,745$530K0.3%+3.1%0.021%
7/28/2025 RFG Advisory LLC276,388$7.42M0.2%-2.7%0.289%
7/25/2025 Wealth Architects LLC221,720$5.95M0.6%+9.8%0.232%
7/25/2025 Ruedi Wealth Management Inc.133,536$3.58M1.1%+5.9%0.140%
7/25/2025 Index Fund Advisors Inc.778,024$20.87M1.2%+8.9%0.813%
7/25/2025 McNamara Financial Services Inc.48,706$1.31M0.3%-4.8%0.051%
7/25/2025 LRI Investments LLC141,374$3.79M0.3%-3.9%0.148%
7/25/2025 Hemington Wealth Management174,938$4.69M0.7%+15.0%0.183%
7/24/2025 VanderPol Investments L.L.C.9,891$265K0.6%+4.9%0.010%
7/24/2025 Blue Trust Inc.37,015$993K0.0%+5.2%0.039%
7/24/2025 Cyndeo Wealth Partners LLC18,499$496K0.0%+3.0%0.019%
7/24/2025 Vantage Point Financial LLC39,548$1.06M0.5%+5.8%0.041%
7/24/2025 Wealth Advisors Northwest LLC66,134$1.77M0.9%+35.1%0.069%
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7/23/2025 Quarry Hill Advisors LLC36,978$992K0.6%+7.0%0.039%
7/23/2025 Abel Hall LLC44,935$1.21M0.6%-2.9%0.047%
7/23/2025 REAP Financial Group LLC224,548$6.03M1.4%-0.8%0.235%
7/23/2025 Wealth Management Nebraska420,127$11.21M1.6%+7.6%0.439%
7/22/2025 AWM Capital LLC256,262$6.88M0.7%+93.8%0.268%
7/22/2025 Simplicity Wealth LLC20,990$563K0.0%-21.2%0.022%
7/22/2025 Sutton Place Investors LLC27,044$726K0.4%+17.0%0.028%
7/22/2025 Wealthcare Advisory Partners LLC68,537$1.84M0.0%+2.1%0.072%
7/22/2025 Firethorn Wealth Partners LLC24,648$661K0.3%+3.8%0.026%
7/22/2025 Bay Harbor Wealth Management LLC28,336$760K0.2%+5.4%0.030%
(Data available from 1/1/2016 forward)

DFGR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFGR shares?

During the previous two years, 258 institutional investors and hedge funds held shares of Dimensional Global Real Estate ETF. The most heavily invested institutionals were Forum Financial Management LP ($389.51M), Savant Capital LLC ($179.71M), JMG Financial Group Ltd. ($125.95M), Focus Partners Wealth ($84.94M), Wealthspire Advisors LLC ($66.11M), Brighton Jones LLC ($59.54M), and LifeGuide Financial Advisors LLC ($58.61M).Learn more on Dimensional Global Real Estate ETF's institutional investors.

Which institutional investors have been buying Dimensional Global Real Estate ETF's stock?

Of the 251 institutional investors that purchased Dimensional Global Real Estate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Forum Financial Management LP ($4.29M), Savant Capital LLC ($3.91M), JMG Financial Group Ltd. ($3.88M), LifeGuide Financial Advisors LLC ($2.18M), Brighton Jones LLC ($1.84M), DiNuzzo Private Wealth Inc. ($1.65M), and TCI Wealth Advisors Inc. ($1.63M).

How much institutional buying is happening at Dimensional Global Real Estate ETF?

Institutional investors have bought a total of 26,487,936 shares in the last 24 months. This purchase volume represents approximately $699.88M in transactions.

Which of Dimensional Global Real Estate ETF's major shareholders have been selling company stock?

Of the 82 institutional investors that sold Dimensional Global Real Estate ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($1.37M), Simplicity Wealth LLC ($476.04K), Forum Financial Management LP ($372.80K), Stratos Investment Management LLC ($319.64K), Corient Private Wealth LLC ($260.79K), Quantum Financial Advisors LLC ($164.57K), and Wescott Financial Advisory Group LLC ($159.76K).

How much institutional selling is happening at Dimensional Global Real Estate ETF?

Institutional investors have sold a total of 4,569,184 shares in the last 24 months. This volume of shares sold represents approximately $122.71M in transactions.



This page (NYSEARCA:DFGR) was last updated on 8/15/2025 by MarketBeat.com Staff
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